CIA
Concurrent Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7M | Buy |
155,159
+11,362
| +8% | +$1.51M | 0.4% | 49 |
|
|
2025
Q1 | $18.5M | Buy |
143,797
+10,660
| +8% | +$1.37M | 0.45% | 45 |
|
|
2024
Q4 | $17M | Sell |
133,137
-15,313
| -10% | -$1.95M | 0.46% | 44 |
|
|
2024
Q3 | $19M | Sell |
148,450
-6,664
| -4% | -$854K | 0.56% | 34 |
|
|
2024
Q2 | $18.4M | Buy |
155,114
+16,493
| +12% | +$1.96M | 0.6% | 30 |
|
|
2024
Q1 | $16.8M | Buy |
138,621
+5,090
| +4% | +$616K | 0.68% | 30 |
|
|
2023
Q4 | $14.9M | Buy |
+133,531
| New | +$14.9M | 0.7% | 25 |
|